PWA

Physician Wealth Advisors Portfolio holdings

AUM $637M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.64M
3
+$1.06M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$921K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$469K

Top Sells

1
+$591K
2
+$408K
3
+$336K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$296K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

Sector Composition

1 Technology 5.33%
2 Healthcare 2.6%
3 Financials 1.37%
4 Consumer Discretionary 1.34%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.3%
5,390
-61
52
$866K 0.28%
2,616
-48
53
$858K 0.28%
3,723
+285
54
$843K 0.27%
4,437
55
$824K 0.27%
2,669
-170
56
$779K 0.25%
7,020
-200
57
$773K 0.25%
2,100
+22
58
$762K 0.25%
11,449
59
$762K 0.25%
7,694
-400
60
$716K 0.23%
1,702
61
$708K 0.23%
14,015
62
$693K 0.23%
15,768
+958
63
$690K 0.22%
24,500
64
$683K 0.22%
11,570
+531
65
$671K 0.22%
6,120
-491
66
$629K 0.2%
11,634
67
$613K 0.2%
24,500
68
$602K 0.2%
2,399
-164
69
$597K 0.19%
3,651
+3
70
$583K 0.19%
1,135
71
$567K 0.18%
3,952
+19
72
$562K 0.18%
5,081
73
$559K 0.18%
2,552
+1
74
$552K 0.18%
6,525
+61
75
$550K 0.18%
18,893
+2
1 2
3
4 5